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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,024 | $148,629-50.2% | $135,982-45.6% | $139,487-46.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.78% | 79.33%-66.6pp | 68.32%-55.5pp | 373.84%-361.1pp |
| Employer contribution / active EE | $7,842 | $5,247+49.5% | $4,859+61.4% | $4,755+64.9% |
| Participant deferral / active EE | $14,850 | $8,102+83.3% | $7,760+91.4% | $6,713+121.2% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |